Short answer
Ibotta, Inc. (IBTA) filed its Q2 2026 10-Q quarterly report on Aug 4, 2026 for the quarter ended Jun 30, 2026. Quarterly revenue was $89M (up 3.3% year over year) with net income of −$1M.
Q2 2026 key financials · XBRL
- Revenue
- $89M
- +3.3% YoY · +7.8% QoQ
- Net income
- −$1M
- −149.4% YoY · +88.1% QoQ
- Operating margin
- -2.1%
- Gross margin
- 78.4%
- EPS (diluted)
- −$0.06
- −175.0% YoY · +86.0% QoQ
Source: XBRL data from the Ibotta, Inc. (IBTA) Q2 2026 10-Q on SEC EDGAR. USD.
Ibotta, Inc. Q2 2026 10-Q analysis
AI summary of MD&A and risk factor updates
Management Discussion & Analysis
- Revenue $88.905M, up 3% YoY from $86.029M, led by third-party publishers revenue up 27% to $61.475M
- Gross margin 78% vs 79% YoY; net loss $1.229M vs $2.490M net income
- Third-party publisher revenue best performer at $61.475M, up $12.887M; D2C revenue worst at $27.430M, down 27%
- Adjusted EBITDA $16.541M, with margin 19% vs 21% YoY
- D2C offer quantity and quality, reduced redeemers, and lower client ad spend as near-term headwinds
Risk Factors
- Newly highlighted AI/ML investment risk, triggered by substantial spending on new, unproven tools and technologies
- Most materially updated offer-supply risk, following insufficient 2025 client supply that reduced redemptions and redemptions per redeemer
- Regulatory risk from algorithmic-pricing, surveillance-pricing, digital-discount, and digital-shelf-tag laws limiting offer delivery
- Near-term concentration risk from Walmart agreement termination, requiring at least 270 days’ notice
- Financial risk from accumulated deficit of $148.4 million as of June 30, 2026 and anticipated higher operating expenses
Generated from the filing text; verify against the original. 10-K vs 10-Q vs 8-K
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